Filed March 30, 2007 (most recent of 5 filings on file)
This is a legacy paper filing. Plan administrator and contact details are recorded in the original filing, which has not been digitised into structured fields.
See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
Plan reported corrective distributions (failed ADP/ACP testing).
The auditor declined to give an opinion. This is usually a 103(a)(3)(C) limited-scope election.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,762 | $55,453-87.8% | $170,442-96.0% | $62,292-89.1% |
| Participation rate | 65.2% | 66.4%-1.2pp | 83.6%-18.4pp | 69.5%-4.3pp |
| Annual return | 14.84% | 21.38%-6.5pp | 205.93%-191.1pp | 28.90%-14.1pp |
| Employer contribution / active EE | $522 | $2,164-75.9% | $5,433-90.4% | $2,042-74.5% |
| Participant deferral / active EE | $1,411 | $2,303-38.7% | $4,939-71.4% | $3,169-55.5% |
| Admin fee / account holder | $33 | $455-92.7% | $13,880-99.8% | $479-93.0% |